Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,601 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $21,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,926 | $80,211-0.4% | $74,184+7.7% | $63,975+24.9% |
| Participation rate | 97.5% | 84.2%+13.3pp | 76.6%+20.9pp | 71.1%+26.4pp |
| Annual return | 7.88% | 14.13%-6.2pp | 17.74%-9.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $4,197 | $2,553+64.4% | $2,370+77.1% | $2,182+92.4% |
| Participant deferral / active EE | $5,294 | $4,370+21.1% | $3,550+49.1% | $3,356+57.7% |
| Admin fee / account holder | $23 | $67-65.9% | $5,586-99.6% | $70-67.4% |